Ashley Roberts-Clark Chartered Financial Planner

Published / Last Updated on 02/02/2022

Ashley Roberts-Clark ACII, FPFS, CeMAP, Cert MP & ER.  (what a mouthful!)
Chartered Financial Planner

Ashley Roberts-Clark - Managing Director,

Ashley is an Associate of the Chartered Insurance Institute, Fellow of the Personal Finance Society, Associate of the Compliance Institute and a Chartered Financial Planner.

Ashley is one of the UK's leading independent financial advisers of the 'new model' era.  He and have won many awards and his main role is Managing Director of as well as developing's services in the UK and overseas.

He is one of the highest qualified financial advisers in the UK and was one of the first to be registered under the then new Royal Charter as a Chartered Insurer in 1995 and was again in the first ever listing of the new Chartered Financial Planner designation in 2006.  He has worked in the industry for over 30 years.  He was the Regional Pensions Manager for London and Midlands with Legal and General before setting up in private practice in 2000.  He is a Principal, registered IFA and a qualified and authorised individual to transact the specialist activity of pensions transfers advice.  Ashley is also involved with the industry's professional examinations and has a wealth of experience in training other advisers for the industry professional bodies core pensions and mortgage examinations.  

Ashley appears frequently on radio, occasionally on TV and writes regularly for various newspapers and magazines.  He does behind the scenes expert research and analysis for a number of leading media groups and was a finance mentor for the BBC TV program 'Pay Off Your Mortgage in 2 years'.  

Ashley is a financial services technology expert and also specialises in:

  • General Financial Planning
  • Corporate and Partnership Planning
  • Pensions and Retirement
  • Expatriate, International and Offshore Investment Planning
  • Asset Protection, Taxation and Trusts
  • Investment Planning
  • Inheritance Tax Mitigation
  • Mortgages and Lifetime Mortgages and Long Term Care Fees Planning

Contact us for a no obligation, free consultation with him.

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